Christopher CopenhaverCRD Number: 4255869
Current Firm: Ameriprise Financial Services, LLC
Christopher Copenhaver (CRD# 4255869) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Purchase, NY and has over 22 years of experience in the finance industry. Christopher Copenhaver has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lincoln Financial Advisors Corporation
|Ameriprise Financial Services, Inc.||New York, NY||Feb 2010 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2000|
|S65||NASAA Investment Advisors Law Examination||Dec 2007|
Total Assets Under Management414,380MILLIONS
Total Number of Accounts1,953,584ACCOUNTS
Average Account Value$212,113
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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